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Gerber Life | Group Plan
Agent Instruction for Submitting New Application
In addition to the insurance application, the following forms may be required at time of application and should be
submitted
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Form RE is a separate report required for certain financial disclosures, typically pertaining to regulatory compliance or fiscal operations.
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Entities such as corporations, partnerships, or individuals that meet specific reporting criteria as defined by the regulatory agency are required to file Form RE.
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Form RE should be filled out by providing accurate financial and operational data as required in the sections of the form, ensuring all fields are completed according to the guidelines.
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The purpose of Form RE is to ensure transparency and accountability in financial reporting and to comply with applicable regulatory requirements.
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Information typically required includes financial statements, disclosures, operational data, and any material changes affecting the reporting entity.
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